Empowering Originators With Optimal Blue Solutions

Quote faster. Convert more. Grow your pipeline.

Leverage real-time mortgage pricing, AI-powered loan optimization, and digital mortgage compliance tools to quote confidently, close faster, and grow your business.

Win More Business With Optimal Blue's Modern and Proven Technology

Real-Time Pricing

Real-Time Pricing

Deliver instant, accurate quotes with real-time mortgage pricing.

AI-Powered Loan Scenarios

AI-Powered Loan Scenarios

Present the best-fit options for each borrower using AI-powered loan optimization tools.

Digital Compliance

Digital Compliance

Ensure every quote meets regulatory standards with automated workflows and built-in compliance checks.

Lead Conversion Insights

Lead Conversion Insights

Use lead analytics to identify high-potential prospects and improve conversion rates.

Mobile-Friendly Tools

Mobile-Friendly Tools

Access pricing and product data anytime, anywhere with cloud-native tools built for originators on the go.

Custom Margin Control

Custom Margin Control

Adjust margins by branch or originator to stay competitive and profitable.

Built for originator success

Quote with confidence using the industry's most accurate mortgage pricing engine. Deliver competitive, compliant quotes instantly.

Drive growth with actionable insights

Pipeline profitability and lead analytics help originators focus on the most promising opportunities.

Trusted by originators nationwide

Optimal Blue powers real-time pricing, seamless execution, and scalable automation – trusted by thousands of originators every day.

EXPAND YOUR PRODUCT OFFERING

EXPAND YOUR PRODUCT OFFERING


Access thousands of loan products from hundreds of investors – all in one platform.

AUTOMATE COMPLIANCE & LOCK DESK

AUTOMATE COMPLIANCE & LOCK DESK


Streamline compliance checks and lock desk operations so originators can focus on relationships and revenue.

Latest Innovations

CAPTURE FOR ORIGINATORS
CAPTURE FOR ORIGINATORS

IN THE OPTIMAL BLUE PPE

Retention strategy and refinance analysis for originators

Streamline refinance prospecting with Capture for Originators, offering a dashboard and analysis of closed loans that goes beyond rate alerts saving loan officers time and effort. Send borrower-ready presentations in minutes.

SCENARIO OPTIMIZER
SCENARIO OPTIMIZER

IN THE OPTIMAL BLUE PPE

Empower originators to model multiple loan options and guide borrowers with confidence.

Automatically generates multiple loan options side by side, optimizes the results and accelerates the process of identifying the most favorable loan scenarios for borrowers, all while making it easier than ever for originators to find the best loan for their borrowers.

ORIGINATOR ASSISTANT
ORIGINATOR ASSISTANT

IN THE OPTIMAL BLUE PPE

AI-powered recommendation engine eliminating human bias

Leverage the power of AI to give loan officers recommendations and insights to help identify alternate loan scenarios to offer more options for borrowers.

Resources

Maximize Profitability and Boost Efficiency
Maximize Profitability and Boost Efficiency

Discover the six essential components of a PPE.

Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation
Optimal Blue Key to Alliant Credit Union’s Mortgage Business Transformation

See how a leading credit union transformed its mortgage business by implementing a modern, integrated technology platform.

Unlocking Refi Potential
Unlocking Refi Potential

Learn how Capture for Originators turns past loans into future wins.

Choosing the Right Tech Partner: Modern Technology. Proven Experience.
Choosing the Right Tech Partner: Modern Technology. Proven Experience.

Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.

Ready to see it in action?

Request a personalized demo and explore how Optimal Blue helps originators win more business.

Explore the Optimal Blue Product Suite


Product & Pricing for Mortgage Lenders
Product & Pricing for Mortgage Lenders

Enterprise PPE for pricing, locking, and margin management

Product & Pricing for Mortgage Brokers
Product & Pricing for Mortgage Brokers

Turnkey PPE for pricing & borrower engagement with Loansifter

Partner Network
Partner Network

Access the largest secondary marketing network, turnkey connections with leading technology vendors

Hedging & Trading
Hedging & Trading

Mitigate pipeline risk and simplify loan sales

Compliance & Counterparty Oversight
Compliance & Counterparty Oversight

Automate oversight in to protect and monitor lenders with Comergence

MSR Valuation
MSR Valuation

Gain visibility into MSR portfolios